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Portfolio (Quarterly) Guide ↗

Emerald Advisors, LLC

· CIK 0001802611
13F Portfolio $735M AUM 113 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO. Financial Services 4,021.0 $1.3M 0.18% NEW $322.24 -6.7%
42 CIBR FIRST TR EXCHANGE TRADED FD 17,817.0 $1.3M 0.17% NEW $71.45 +12.5%
43 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,500.0 $1.3M 0.17% NEW $53.94 +8.1%
44 SCHE SCHWAB STRATEGIC TR 38,603.0 $1.3M 0.17% NEW $32.75 +7.1%
45 JIVE J P MORGAN EXCHANGE TRADED F 14,988.0 $1.2M 0.16% NEW $80.28 +12.9%
46 TXN TEXAS INSTRS INC Technology 6,886.0 $1.2M 0.16% NEW $173.48 +73.3%
47 LLY ELI LILLY & CO Healthcare 1,091.0 $1.2M 0.16% NEW $1074.98 -8.1%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 27,680.0 $1.1M 0.15% NEW $40.73 +14.8%
49 FUTY FIDELITY COVINGTON TRUST 18,261.0 $1.0M 0.14% NEW $55.22 +3.8%
50 SPYM SPDR SERIES TRUST 12,568.0 $1.0M 0.14% NEW $80.22 +7.6%
51 BERKSHIRE HATHAWAY INC DEL 1,943.0 $977K 0.13% NEW $502.65
52 BITB BITWISE BITCOIN ETF TR Financial Services 20,372.0 $969K 0.13% NEW $47.56 -12.4%
53 QQQ INVESCO QQQ TR Financial Services 1,529.0 $939K 0.13% NEW $614.21 +14.2%
54 VTI VANGUARD INDEX FDS 2,770.0 $929K 0.13% NEW $335.26 +7.4%
55 VMC VULCAN MATLS CO Basic Materials 3,201.0 $913K 0.12% NEW $285.22 -6.6%
56 PG PROCTER AND GAMBLE CO Consumer Defensive 6,316.0 $905K 0.12% NEW $143.30 -0.6%
57 ICSH ISHARES TR 16,967.0 $858K 0.12% NEW $50.58 -0.1%
58 XEL XCEL ENERGY INC Utilities 11,366.0 $839K 0.11% NEW $73.86 +5.7%
59 RTX RTX CORPORATION Industrials 4,529.0 $831K 0.11% NEW $183.39 -4.1%
60 V VISA INC Financial Services 2,363.0 $829K 0.11% NEW $350.71 -5.2%
Page 3 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 88.8%
Technology 3.9%
Communication Services 1.4%
Healthcare 1.3%
Consumer Cyclical 1.3%
Financial Services 1.0%
Industrials 0.9%
Energy 0.9%
Basic Materials 0.4%
Utilities 0.1%